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My view on what's going on in the financial markets and the global economy, and a few other things that might interest me from time to time.

tim@emorningcoffee.com

Jun 18, 20237 min read

Week ended June 16, 2023: Risk-rally broadening

Fed pauses, ECB races ahead, BoJ stays loose; BoE poised to raise rates again this week. Dollar slumps, global equities power ahead,

tim@emorningcoffee.com

Jun 3, 20234 min read

Debt ceiling done as attention turns to the Fed's next move. US jobs data continues to suggest resiliency, and equities are liking it.

tim@emorningcoffee.com

May 27, 20235 min read

Debt ceiling drags on, Nvidia clobbers their earnings, and UK inflation rages. Still, equities power forward led by US tech and Japan.

tim@emorningcoffee.com

May 21, 20233 min read

Not a lot of news this week aside from the debt ceiling discussions and earnings from US retailers Walmart, Home Depot and Target.

tim@emorningcoffee.com

Apr 22, 20234 min read

Week ended April 21, 2023 [GO STRAIGHT TO THE TABLES] THINGS THAT CAUGHT MY EYE THIS WEEK U.K. economic data and consumer confidence The...

tim@emorningcoffee.com

Apr 15, 20234 min read

Bank earnings better-than-expected, inflation slowing Stateside. Investors mixed, with equities higher and bond prices lower. Credit stable

tim@emorningcoffee.com

Apr 8, 20234 min read

It was a holiday shortened week devoid of direction, with economic data providing a mixed picture. Oil, gold higher. Equities weaker.

tim@emorningcoffee.com

Apr 1, 20235 min read

Risk markets ended a solid first quarter, as stocks and bonds rallied. The wind feels as if it is at our back as risk assets power forward.

tim@emorningcoffee.com

Mar 25, 20235 min read

Concerns about banking arguably subsided as the week wore on, with Fed and BoE rate decisions taking centre stage. Risk assets better bid.

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